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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
351
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
OSNBOA
352
Old Second National Bank of Aurora
Illinois
$25K – – –
BBHC
353
Brown Brothers Harriman & Co
New York
$25K +$23.5K +1,540 New
FHB
354
First Hawaiian Bank
Hawaii
$24K +$21.9K +1,440 New
TC
355
Truvestments Capital
Florida
$24K +$22.1K +1,450 New
SSB
356
Sandy Spring Bank
Maryland
$22K +$5.33K +350 +35%
WEC
357
Winslow Evans & Crocker
Massachusetts
$20K -$57K -3,740 -78%
CAL
358
Capital Analysts LLC
Pennsylvania
$20K – – –
NSIM
359
North Star Investment Management
Illinois
$18K -$15.2K -1,000 -48%
RWA
360
Ropes Wealth Advisors
Massachusetts
$17K – – –
CAC
361
Certified Advisory Corp
Florida
$17K +$7.92K +520 +104%
ADL
362
Asset Dedication LLC
California
$16K – – –
BFC
363
Bedel Financial Consulting
Indiana
$16K – – –
CCMW
364
Cypress Capital Management (Wyoming)
Wyoming
$16K – – –
TCOV
365
Trust Company of Vermont
Vermont
$16K – – –
First Manhattan
366
First Manhattan
New York
$16K +$15.2K +1,000 New
TFA
367
Toth Financial Advisory
Virginia
$16K +$15.2K +1,000 New
S
368
SignatureFD
Georgia
$14K – – –
GEA
369
Glen Eagle Advisors
New Jersey
$13.2K – – –
CFD
370
Creative Financial Designs
Indiana
$12K -$15.2K -1,000 -59%
SWP
371
Strategic Wealth Partners
Ohio
$12K – – –
CWSR
372
Chessman Wealth Strategies RIA
Texas
$12K +$11.6K +760 New
CBOA
373
Commonwealth Bank of Australia
Australia
$11K – – –
VIA
374
Vantage Investment Advisors
Pennsylvania
$10K +$9.14K +600 New
AF
375
Arrow Financial
New York
$8K – – –